Core Cap Advisors, LLC Wisdomtree Tree Mortgage Plus Call Options Transaction History

Core Cap Advisors, LLC

$2.64 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MTGP

# of Institutions

39

Shares Held

1.21M

Call Options Held

0

Put Options Held

0

Iht Wealth Management, LLC Chicago, IL

170K
Shares

$7.56 Million
0.22% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

167K
Shares

$7.44 Million
2.95% of portfolio
Atria Investments LLC Charlotte, NC

137K
Shares

$6.11 Million
0.07% of portfolio
Insight Advisors, LLC Newtown, PA

95.9K
Shares

$4.27 Million
1.1% of portfolio
Defined Financial Planning LLC San Rafael, CA

85K
Shares

$3.79 Million
3.15% of portfolio

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
Sector ETFs
Industry ETFs

More about MTGP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Cap Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Cap Advisors, LLC with notifications on news.